Thanks in advance for your time and energy in being part of our early access program (EAP). Your direct feedback into our development process will assist our team in ensuring that our product focuses on key workflows to save your business time and that the product is easy to use. EAP terminologyDuring the EAP process, we will be referring to the following: - Nimbus Professional account holder as the Supplier. This will be you and your business;
- Nimbus Free account holder as the Client Contact. This will be the person you deal with external to your business.
Our team needs your feedbackDuring each stage of the EAP, we will be liaising with you on a regular basis. We will cover questions such as: - How easy was it to perform the documented workflows
- Any issues you encountered
- Suggestions for improvement
If you need any assistance with the Nimbus EAP, please reach out to our team at any time. EAP stages (updated version)We will be working through a number of stages during the Nimbus V4 free EAP, each focusing on a number of workflows. For now, only stage 1 is available. - Stage 1 – Creating clients, and sharing documents to be signed.
- Stage 2 – Clients sharing files with you.
- Stage 3 – Clients sharing files with third parties, interacting with clients via file conversations, and deleting files.
- Stage 4 – Creating email jobs including document links.
- Stage 5 – Creating email jobs including webform checklists.
- Stage 6 – Creating email jobs including both webform checklists and document links.
- Stage 7 – Doing a global search across multiple connected Nimbus v4 accounts.
EAP stages (original version)We will be working through a number of stages during the Nimbus V4 Free EAP, each focusing on a number of workflows. For now, we are asking for feedback on stage 1. Stage | Workflow | Description |
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1 | 1 | Supplier publishes one or more documents to their Client | 2 | Supplier requests Client to sign PDF, Client signs and the signed file automatically returns to the Supplier | 2 | 3 | Client to upload files via their Nimbus Free account to share with their Supplier | 3 | 4 | Client to share files with new 3rd parties | 5 | Supplier and Free account holder to interact via File conversations | 6 | Supplier or Client to delete files they have uploaded | 4 | 7 | Supplier creates an Email Job including links to documents | 5 | 8 | Supplier creates an Email Job including a webform checklist | 6 | 9 | Supplier creates an Email Job with both a webform checklist and links to documents | 7 | 10 | Nimbus V4 user to execute a global search across multiple connected accounts with result set provided via Dashboard |
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